TSLA
Tesla
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Please don’t rely on articles that attempt to boost Tesla’s ...
Please don’t rely on articles that attempt to boost Tesla’s share price. Is there a direct connection between removing subsidies and Tesla's market share in the U.S.?
1. Will consumers shift to Tesla because of this? No, consumers choose vehicles based on personal preferences.
1. Will consumers shift to Tesla because of this? No, consumers choose vehicles based on personal preferences.
2. Will other major EV manufacturers exit the market due to profitability concerns? Established players like Volkswagen, GM, Ford, and BMW are unlikely to face sustainability issues.
3. Please disregard smaller companies like Rivian, which hold a small market share and operate at a loss; the cancellation of subsidies may accelerate their exit, but if they continue to post quarterly losses, it's only a matter of time before they leave the market.
So, why assume Tesla will gain from this? Many articles remain bullish on Tesla's future in EVs due to removal of subsidies , but removing subsidies is a challenge for all EV makers—Tesla is simply the least affected. While Tesla can survive without subsidies, it would fare even better with them, as subsidies represent a significant income source.
Also, Musk may publicly agree with policy changes like Trump’s decision to end subsidies, but that doesn’t make it his idea. He’s highly skilled at framing bad news as good news.
If you’re buying Tesla stock for its future in robotaxis, energy, and robotics, I completely agree. But for EVs? I’m not so sure.
So, why assume Tesla will gain from this? Many articles remain bullish on Tesla's future in EVs due to removal of subsidies , but removing subsidies is a challenge for all EV makers—Tesla is simply the least affected. While Tesla can survive without subsidies, it would fare even better with them, as subsidies represent a significant income source.
Also, Musk may publicly agree with policy changes like Trump’s decision to end subsidies, but that doesn’t make it his idea. He’s highly skilled at framing bad news as good news.
If you’re buying Tesla stock for its future in robotaxis, energy, and robotics, I completely agree. But for EVs? I’m not so sure.
-Open for discussion-
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105720336 : Removing subsidies in a market where EV sales are dropping (worldwide) is not a good sign
blessings u : Actually bad news! Today, with soaring prices, customers can buy other cheaper cars without subsidies.
bullrider_21 : EV tax credits were a significant income source to Tesla. Removal means the prices will be higher and Tesla's deliveries drop. Ford and GM still have hybrids and ICE cars to fall back on. Tesla don't.
What Musk wants is favours from Trump.
105044035 bullrider_21 : Spot on!
ZnWC : In general, the EV Tax credit (Inflation Reduction Act or IRA) will increase the sales of EV makers. But the Tax credit is selective based on car models. The non-Tesla EV (e.g. Ford and GM) models benefit more than Tesla EV models. Rumour said that the Biden administration is biased against Tesla (and Elon Musk).
With Trump becoming the president next year, removing the EV Tax Credit is highly probable and it will hurt non-Tesla EV (e.g. Ford and GM) more than Tesla. In fact, analysts expect theTesla EV market share in the US to increase (currently at 50%) after EV Tax Credit is removed. This is because Tesla can produce cheaper EVs due to the economy of scale as compared to the non-Tesla EV makers who will have no choice but to increase the EV selling price.
The argument that non-Tesla makers can increase the hybrid car sales is weak. The cost of producing a hybrid car is higher than BEV (pure electric EV) and there is no evidence that hybrid car sell better before IRA is implemented. In fact during that period, Tesla Y became the best selling EV in the US. As for ICE car, the sales have been decreasing for the past 5 years due to lack of innovation and productivity.
20+2 Reasons Why Tesla stock is up and may reach ATH price soon
https://www.moomoo.com/community/feed/113460726005766?share_code=01zVcC
Space Dust 105720336 : the subsidies, along with , I bet my bottom dollar
here.. ![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
who agrees with this suspicion? 
ELON uses part of his wealth, via hidden means, HE is PART of the DARK POOL of money that manipulates the price..
anyone else have this hunch?
Space Dust ZnWC : Wrong on ICE cars![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
. 3 is the main for most, not me.
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
party on time.
build quality.. What about when everyone has to buy TIRES 3 times as often, and CANT GO THROUGH A CAR WASH.. without fear of fire 
inferno, trapped inside .
1. build quality. engine quality went down with offshoring
2. restrictive emissions DESIGNED to harm longevity
3. massive price increases recently.. PAYING TO RETOOL FOR EV'S..
4. stupid smog test laws, an engine that has Illegal mods, gains 20% better mpg actually pollutes 2% more.
when the UAW gets a hold of Tesla, or lets go of the Big 3.
TESLA has
ZnWC Space Dust : Here is the evidence that ICE global sales is decreasing. It is more significant in China.
EV sales
In the second quarter of 2024, EV sales increased by 21% compared to the same period in 2023. The International Energy Agency (IEA) predicts that EVs will account for 20% of total car sales by the end of 2024.
ICE sales
In the second quarter of 2024, ICE sales decreased by 9% compared to the same period in 2023. Counterpoint Research projects that the market share for ICE vehicles will drop below 50% within four years.
Source:
BEV Sales to Hit 10 Million in 2024; Hybrids Growth to Beat BEVs, ICE to Decline
Jamesjinlin : Tesla will not be cheap just because there are no subsidies. If it's just the likes of 3 and Ya, I won't buy it, lack of class.